Advertisement
Screener

Bryn Mawr Trust Advisors, LLC Historic Quarter Change: USA Other Stocks, New

Bryn Mawr Trust Advisors, LLC historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Bryn Mawr Trust Advisors, LLC opened 1 positions, added to 9, reduced 22 and sold out of 14.

  • Q1 2026: Stock CARNIVAL CORP; Country of operation —; Class COMMON STOCK; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1700481), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026CARNIVAL CORP
CUSIP 143658300
COMMON STOCK012,410+12,410$0$321,180+$321,1802026-05-04

Similar Firms

Firm NameCountry13F ValueHoldings
Elser Financial Planning, IncUnited States$2.060B132
EMERALD MUTUAL FUND ADVISERS TRUSTUnited States$2.061B199
SAX WEALTH ADVISORS, LLCUnited States$2.064B482
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCUnited States$2.055B122
Granahan Investment Management, LLCUnited States$2.067B149
Goelzer Investment Management, Inc.United States$2.068B297
PFG AdvisorsUnited States$2.054B788
3EDGE Asset Management, LPUnited States$2.069B91
Hills Bank & Trust CoUnited States$2.069B525
Sound Income Strategies, LLCUnited States$2.071B2,596